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Salesforce Solutions

INTEGRATIONS

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SALES CLOUD

Align sales and services with automated project creation based on opportunity pipeline.

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BREADWINNER

Enable your teams with a complete accounting solution that is scalable, secure & reliable.

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SLACK

Create project channels automatically with direct links to projects & updates in one place.

SALES CLOUD x PRECURSIVE

See a demo to understand how Precursive works with Salesforce Sales Cloud from opportunity to onboarding.

BREADWINNER x PRECURSIVE

Breadwinner offers a fast and simple two-way connection between Salesforce and accounting software (NetSuite, QuickBook, Xero) and payment processors (Stripe, Square, Braintree). As a native Salesforce integration app, Breadwinner enables businesses of all sizes and across all industries to have a complete accounting solution that’s powerful and scalable, secure, and reliable.

SLACK X PRECURSIVE

Get a demo on how your team can save admin time with direct links to projects and tasks, information on project health and execution of flows.

JOIN OUR COMMUNITY OF PARTNERS TO
ACCELERATE GROWTH & REVENUE

Find out more about the people and company. You can learn more about what makes us tick. 

 

We are passionate about changing the game for the world’s best services teams. 

 

Our mission is to help you improve time-to-value and make every customer a success story.

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WHY PRECURSIVE.

About Us

Find out more about us including our mission, values and get to know the team

Salesforce Native

Give sales, services, support and customer success teams a single, shared view of the customer

Customers

Hear from customers on why they prefer Precursive to help them scale and grow their business

Professional Services Delivery

Our services team provides expertise in how the best companies improve services delivery

Support & Success Hub

Find the answer you need at our success-hub where you will find a mix of documentation, video assets and training materials

The Precursive Platform is 100% native to the Salesforce platform. Our solutions can be tailored to your needs and support a range of use cases.

 

Learn how we take the pain out of complex service delivery activities. 

 

Do the work, not the admin! 

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PRECURSIVE PRODUCTS.

Professional Services Automation

Increase operational efficiency with predictable services delivery and insights on performance

Project Management

Powerful project management capability designed to support high-velocity services delivery

Resource Management

Quickly mobilize your project teams, manage demand and avoid capacity crunches

Customer Workspace

An interactive community portal to collaborate, share dependencies and updates in real-time

Services Billing

Easily manage accurate professional services billing, raise invoices and track payments

BY SOLUTION.

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PROFESSIONAL SERVICES AUTOMATION

Manage people, projects and revenues in one place

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RESOURCE MANAGEMENT

Staff projects faster with resource planning

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PROJECT MANAGEMENT

Improve your implementation experience

BY INDUSTRY.

BY PERSONA.

Professional Services / Services Delivery

Organize work and collaborate with customers

IT & Professional Services 

Mobilize people & projects

Project Manager

Easily manage timelines and dependencies

Implementation Teams

Organize work & collaborate with customers

Resource Manager

Forecast demand and avoid capacity crunches

Salesforce Admin

Extend the power of Salesforce

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Get actionable tips and insight on customer onboarding, resource management and professional services automation via podcasts, blogs, whitepapers, product guide videos and our on-demand webinars.

PRECURSIVE RESOURCES.

Blog

A vault of knowledge from in-house & guest writers

Playbooks

Repeatable & scalable insight on a platter

Product Guides

Video guides for the Precursive Platform

Podcast

Listen to all episodes of ‘Precursive Perspective’ with host Jonathan Corrie

Press

Precursive in the news

Webinars

Watch anytime, anywhere, on-demand

Research

Industry trends and benchmarking

Events

Stay in the loop of what Precursive is up to

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